Vestpointe helps clients minimize estate taxes, fund charitable endeavors, and pass wealth efficiently to heirs.

Vestpointe Wealth Management offers financial planning and additional services to help clients implement their financial strategies.

Business owners need advisors to navigate tax laws, retirement plans, and financial planning.

The IRS requires filing Form 1099-MISC for miscellaneous payments and Form 1099-NEC for non-employee compensation and attorney fees, with deadlines set by law.

The SECURE 2.0 Act allows a new option for individuals with excess funds in their 529 college savings accounts.

Financial Advisors should be aware of tax consequences

Christine joined Vestpointe Wealth Management in 2025. As a Tax Senior, Christine provides analytical support in various aspects of tax and financial planning for clients.

Joseph I. McCabe, a CPA and CFP, advises high-net-worth individuals and families on tax, estate, and investment matters after working at firms like KPMG and Arthur Andersen.

Michele McCabe serves as an Investment Adviser Representative and Controller at Vestpointe Wealth Management and Joseph I McCabe III, CPA, overseeing financial operations and compliance.

Vestpointe Wealth Management offers integrated investment advisory, estate planning, and tax services to help clients achieve financial goals.

Vestpointe Wealth Management Tel: (602) 212-1040 info@vestpointe.com 7373 E Doubletree Ranch Rd, Suite 175 Scottsdale AZ 85258

Vestpointe guides clients in retirement savings, education funding, and comprehensive financial planning, leveraging decades of experience in finance and accounting.

Vestpointe Wealth Management is an SEC-registered investment advisor firm in Arizona.